· 2022–2024 · DOL EFAST2

WARD CPA ACCOUNTING SERVICES P.C — WARD CPA ACCOUNTING SERVICES P.C 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20240613050758NAL0030205457001

WARD CPA ACCOUNTING SERVICES P.C

Form 5500-SF

FILING_RECEIVED

WARD CPA ACCOUNTING SERVICES P.C 401(K) PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARD CPA ACCOUNTING SERVICES P.C.

Plan sponsor

Name

WARD CPA ACCOUNTING SERVICES P.C

EIN

84-3664464all filings

Address

3796 TEACHERS LANE · APT 8 · ORCHARD PARK, NY · 14127

Phone

(716) 667-7777

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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